Sterling Financial Planning’s Invesco QQQ Trust QQQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.33M | Buy |
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|
2025
Q2 | $3.77M | Buy |
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|
2025
Q1 | $3.17M | Buy |
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|
2024
Q4 | $3.4M | Sell |
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|
2024
Q3 | $3.31M | Sell |
|
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|
2024
Q2 | $3.28M | Buy |
|
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|
2024
Q1 | $2.85M | Sell |
|
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|
2023
Q4 | $2.76M | Buy |
|
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|
2023
Q3 | $2.4M | Sell |
|
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|
2023
Q2 | $2.54M | Buy |
|
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|
2023
Q1 | $2.13M | Buy |
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|
2022
Q4 | $1.4M | Buy |
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|
2022
Q3 | $1.32M | Buy |
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|
2022
Q2 | $1.19M | Buy |
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|
2022
Q1 | $969K | Buy |
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|
2021
Q4 | $913K | Buy |
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|
2021
Q3 | $720K | Buy |
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|
2021
Q2 | $697K | Sell |
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|
2021
Q1 | $647K | Buy |
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|
2020
Q4 | $602K | Buy |
|